A blog for everyday financial tips, Trajan news updates, and more
People often have questions about overfunded life insurance at Trajan Wealth. Some of the most common queries include: Trajan Wealth can help you evaluate whether overfunding your life insurance policy
When it comes to retirement planning, it can easily feel like a numbers game. For instance, you’ll need to consider: the age you plan to retire, how much money you’ll
As we enter a new year, many are hopeful that 2021 will be positively different from 2020 in health, the environment, and the economy. In the wealth management industry, we
The Social Security Administration has again approved a cost-of-living adjustment (COLA) for Social Security retirement benefits starting in January 2021. The increase of 1.3 percent will increase $20 per month
2020 has been a year unlike any during our lifetimes with the COVID-19 pandemic and a poor economy. Many have been impacted with lay-offs and job losses and realize they
2021 will be a great time to focus on your retirement savings! Thanks to the power of compound interest, the more you save this upcoming year, the better off you
COVID-19 has changed everything from our jobs to school learning and shopping and how we plan for retirement. The pandemic has created implications for financial planning on critical items, moving
With the election over, investors may be wondering about market volatility as we enter 2021. Regardless of politics, short-term stock market volatility can vary depending on factors, including gridlock in
2020 has been unlike any other thanks to the COVID-19 pandemic, our strange stock market, and social unrest leading up to the Nov. 3rd Presidential Election. This recap is for
As you get older, the question of when to collect Social Security retirement benefits will likely come to mind, particularly true if you plan to retire early. In a perfect
